Welcome to Cambridge Wealth Management
Cambridge Wealth Management helps high-net-worth individuals and organizations align their finances with their core values and goals, leading to enduring financial harmony
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Your financial life, harmonized
Investing. Beyond indexing
Core Values
EXCELLENCE | Set the bar high. Pursue continuous improvement in every aspect of work to improve efficiency, productivity, and quality.
HARMONY | Foster inclusivity. Respect the differences in each other. Clear and honest communication builds trust and enduring relationships.
INDEPENDENT THINKING | Be curious. Analyze and question the assumptions behind consensus viewpoints to achieve exceptional long-term results.
The Logo Story
The Cambridge Wealth Management logo design is inspired by an ancient Japanese coin called the “Four-Mon” coin. It was conceived over the weekend of July 4th, 2014, when our founder’s mother showed him some "Four-Mon" coins during breakfast.
In Ancient Asia, it was believed that the earth was flat and square, while the heavens were round, resembling an umbrella that covered the earth. A square placed within a circle represented perfect balance and harmony, and held special significance as a symbol of prosperity. The waves depicted on both sides of the coin were symbolic of happiness.
Established 2014
From the very beginning of his career in wealth management, Mitsuo (Mit) Lockrow has been committed to a transparent, consultative approach — one that ensures clients’ financial strategies are thoughtfully aligned with their core values and goals.
This approach has guided every aspect of his work, shaping how he crafts personalized solutions and fosters enduring relationships based on mutual trust and excellent service.
In the aftermath of the dot-com bubble, he learned that managing volatility is essential to maximizing portfolio longevity for investors taking systematic withdrawals. So, he made it his mission to develop an investment strategy that went beyond traditional Modern Portfolio Theory (MPT), focusing on methods that mitigated excessive market volatility, while seeking to deliver exceptional risk-adjusted returns.
As a Vice President of Investments | Portfolio Manager at UBS in Boston, he developed and managed a unique multi-model investment strategy that harmonized fundamental research disciplines and quantitative risk modeling with the core tenets of MPT. The Global Financial Crisis of 2008 ultimately validated his strategy, and he’s pleased to report: “Mission accomplished.”
In 2014, Mr. Lockrow returned to his rural roots and established Cambridge Wealth Management, driven by his commitment to independent thinking and a passion for crafting distinctive portfolio strategies that aim to deliver exceptional risk-adjusted returns.